境外人士“爆买”深圳，韩新美位列外籍消费前三

Core Insights - Shenzhen is advancing the construction of a comprehensive payment demonstration zone to meet the growing demand for non-cash payments, with projections indicating 21.9 billion transactions and a transaction amount of 2.5 trillion yuan by 2025, representing a year-on-year growth of 15% and 10% respectively [1] Group 1: Payment Trends - By 2025, the non-cash payment transaction volume in Shenzhen is expected to reach 21.9 billion, with a transaction value of 2.5 trillion yuan, reflecting a 15% and 10% increase year-on-year [1] - The overall consumption amount in Shenzhen is projected to grow by 10% due to effective consumer promotion policies [1] - The acceptance of mobile payment methods is increasing, supported by traditional payment tools, enhancing the overall consumer experience [1] Group 2: International Consumer Activity - In 2025, the number of inbound and outbound travelers in Shenzhen is expected to reach 274 million, a 14% increase year-on-year, marking a historical high [2] - Non-cash payment transactions by foreign individuals in Shenzhen are projected to reach 190 million, with a total transaction amount of 26.46 billion yuan, representing year-on-year growth of 28% and 31% respectively [2] - Hong Kong, Macau, and Taiwan residents account for 82% of the total transaction amount from foreign consumers in Shenzhen, with Hong Kong residents showing significant growth in both transaction volume and value [2] Group 3: Tax Refund System - Shenzhen has established a convenient tax refund system that includes multiple refund channels, with a total of 68,000 tax refund transactions expected in 2025, reflecting a 13-fold increase year-on-year [3] - The total tax refund amount is projected to grow by 2.4 times, with "immediate refund" amounts increasing nearly 40 times [3] - The number of stores eligible for tax refunds has surpassed 2,000, with over 1,000 new stores added in 2025 [3] Group 4: Consumer Spending Patterns - Foreign consumer spending in Shenzhen is primarily concentrated in supermarkets and dining, accounting for over 70% of total spending, with significant growth in the tourism and entertainment sectors [4] - The acceptance of mobile payment methods among foreign consumers has increased, with related transaction amounts exceeding 70% of total spending [4] - The use of foreign cards for transactions has seen a notable increase, with transaction amounts growing by 45% for UnionPay cards and 19% for international cards in 2025 [4]